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Experience the Freedom of Financial Security

We can help you create a tax-efficient and asset class-diversified

planning strategy so that you may experience the

financial freedom of your dreams!


  Take the first step to becoming financially secure today!



Have you ever asked yourself:

~ When can I retire and how much money will I need?

~ How will I pay for my children's education?

~ Will my family have enough money if something

happens to me?

~ How will I pay for my medical and assisted living

expenses as I get older?

~ How do I avoid outliving my money and becoming a

burden on my family?

~ How can I minimize my tax liabilities?

Who can I go to for help so that I understand my options?

How do I make sure that they are looking out for my best interests?


There's a lot to worry about, but

you're not alone!


We're fiduciaries who specialize in helping people just like you.


Get answers to these questions

and more today!



We are your advisor from day one:

  • We are an independent, fee-only, Registered Investment Advisor, which means we do not solicit to others. Our CFP® professional actively trades on the stock market for your brokerage account, and is always accessible if you have questions or want to be involved in the decisions that are made. 

  • Your financial planning consultations are complementary. Our compensation* is based on the decisions that you make, not on the time that we spend with you in meetings.

      *We will explain this clearly when we first meet.

  • You can call/email/video conference/meet with your advisor directly - anytime about anything - at no additional cost.

Nashional Financial is a trusted advisor that cares about you and your family. Our male and female advisors are fiduciaries who will look out for your best interests.
  • Our chief financial advisor is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (Texas) and holds several investment management and insurance licenses and certifications. Learn more here: About Us.

  • You will have access to a wide spectrum of asset classes and solutions to help ensure that you have a customized and diversified financial portfolio.

  • The recommendations that we present are not motivated by someone else's quotas or goals.

  • You will not be pressured into any product or service - we can help you with whatever you want or need.